Back Office MIS Executive

Position: Executive – MIS & CRM Operations

Location: Chandigarh

Reporting To: Director

Job Summary

We are looking for a detail-oriented and proactive Executive – MIS & CRM Operations to manage CRM operations, quotation management, MIS reporting, executive coordination, and IT-related operational support. The role will work closely with the Director to ensure accurate data management, timely execution of tasks, seamless CRM administration, and effective coordinationwith different departments and IT team.

Key Responsibilities

CRM Management

• Maintain and update customer information in the CRM system.

• Ensure complete and accurate data entry and database management.

• Monitor CRM activities and maintain data hygiene.

• Generate reports and dashboards from the CRM.

• Track sales pipeline and follow up on pending activities.

Quotation Management

• Prepare customer quotations based on inputs from the sales team.

• Maintain quotation records and version control.

• Coordinate with internal departments for approvals.

• Track quotation status and customer responses.

Executive Coordination

• Upload and assign tasks on behalf of the Managing Director.

• Monitor task progress and follow up with respective teams.

• Coordinate meetings, action items, and status updates.

• Ensure timely completion of assigned business priorities.

MIS & Reporting

• Prepare daily, weekly, and monthly MIS reports.

• Analyze operational data and prepare management reports.

• Maintain various business trackers and performance dashboards.

• Support management with data required for business reviews.

IT Coordination

• Coordinate with external IT vendors and internal IT support.

• Raise and track IT support tickets.

• Follow up on CRM enhancements, software issues, and system improvements.

• Assist in testing new CRM features before implementation.

Administrative Support

• Maintain proper documentation and operational records.

• Coordinate across departments to ensure smooth business operations.

• Support process improvement initiatives.

• Perform other operational tasks assigned by management.

Required Skills

• CRM Software (Salesforce, Zoho CRM, HubSpot, LeadSquared, or similar CRM software

• MS Excel (Advanced preferred)

• MS Office Suite

• MIS Reporting

• Data Management

• Quotation Preparation

• Excellent Coordination Skills

• Strong Communication Skills

• Time Management

• Analytical Thinking

• Attention to Detail

• Problem-Solving Ability

Desired Qualifications

• Graduate in any discipline (B.Com, BBA, BCA, or equivalent preferred).

• 2–5 years of experience in CRM Operations, MIS, Business Operations, or Executive

Coordination.

• Experience handling CRM systems and preparing business reports.

• Good understanding of business processes and IT coordination.

• It is a Full Time Back Office / Data Entry job for candidates with 2 - 6+ years Experience.